Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49593.31 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45532.1 Kr¶
PnL: ---------------------------------------> 476.1 Kr¶
DD now: ---------------------------------> -6.64 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 15:21:51.661506'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.730000 | 1672.920000 | 203.920000 | 13.880000 | 1468.999998 |
| Sedana Medical | 93 | 4.780000 | 2691.420000 | 170.420000 | 6.760000 | 2521.000011 |
| Orrön Energy | 180 | 5.120000 | 2161.800000 | 118.800000 | 5.810000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.450000 | 1022.400000 | 61.400000 | 6.390000 | 960.999996 |
| Atrium Ljungberg B | 5 | 3.990000 | 990.500000 | 55.500000 | 5.940000 | 935.000000 |
| JM | 6 | 3.900000 | 912.000000 | 48.000000 | 5.560000 | 864.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Catena | 2 | 4.280000 | 837.600000 | 45.600000 | 5.760000 | 792.000000 |
| Sagax B | 4 | 3.780000 | 899.600000 | 45.600000 | 5.340000 | 854.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 3.150000 | 998.640000 | 31.640000 | 3.270000 | 966.999996 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Bilia A | 8 | 1.690000 | 915.200000 | 15.200000 | 1.690000 | 900.000000 |
| Gränges | 9 | 1.450000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| Biotage | 7 | 1.110000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| VEF | 909 | 2.300000 | 1859.810000 | 9.810000 | 0.530000 | 1850.000436 |
| Clas Ohlson B | 12 | 0.740000 | 981.600000 | 8.600000 | 0.880000 | 972.999996 |
| Byggmax Group | 33 | 1.180000 | 964.260000 | 8.260000 | 0.860000 | 956.000001 |
| OX2 | 13 | 1.240000 | 952.250000 | 2.250000 | 0.240000 | 949.999999 |
| EQT | 4 | 0.680000 | 833.600000 | 1.600000 | 0.190000 | 832.000000 |
| HEXPOL B | 9 | -0.610000 | 1021.500000 | 0.500000 | 0.050000 | 1020.999996 |
| AcadeMedia | 8 | 0.100000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.120000 | 774.900000 | -4.100000 | -0.530000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.590000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| SKF B | 5 | -2.010000 | 913.250000 | -26.750000 | -2.850000 | 940.000000 |
| Addnode Group B | 11 | -1.040000 | 892.100000 | -28.900000 | -3.140000 | 921.000003 |
| Indutrade | 5 | 2.020000 | 1184.500000 | -33.500000 | -2.750000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.670000 | 1049.000000 | -38.000000 | -3.500000 | 1087.000000 |
| Latour B | 4 | 0.000000 | 818.000000 | -39.000000 | -4.550000 | 857.000000 |
| Hexagon B | 26 | 0.840000 | 3419.000000 | -42.000000 | -1.210000 | 3461.000010 |
| Bufab | 3 | -0.570000 | 1047.000000 | -62.000000 | -5.590000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 1.860000 | 1380.310000 | -78.690000 | -5.390000 | 1458.999989 |
| TOTAL | 45544.060000 | 488.060000 | -6.6172% | 45056.000411 |
Updated:¶
'2023-07-04 15:20:33.209181'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
